SHW icon

Sherwin-Williams

1,674 hedge funds and large institutions have $64.8B invested in Sherwin-Williams in 2025 Q4 according to their latest regulatory filings, with 209 funds opening new positions, 517 increasing their positions, 698 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 2626 (0)

6% less capital invested

Capital invested by funds: $69.1B → $64.8B (-$4.27B)

26% less repeat investments, than reductions

Existing positions increased: 517 | Existing positions reduced: 698

Holders
1,674
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$260M
Puts
$213M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
1201
Kingsview Wealth Management
Oregon
$365K
MCWS
1202
McKinley Carter Wealth Services
West Virginia
$365K
HIC
1203
Harvey Investment Company
Kentucky
$365K
KWA
1204
Kingswood Wealth Advisors
California
$365K
HCP
1205
Holt Capital Partners
Texas
$365K
VFA
1206
Values First Advisors
Tennessee
$364K
BT
1207
Banque Transatlantique
France
$363K
CSP
1208
Cary Street Partners
Virginia
$358K
IA
1209
Intellus Advisors
Florida
$358K
EH
1210
Equitable Holdings
New York
$356K
JIC
1211
Joel Isaacson & Co
New York
$354K
HBT
1212
Hills Bank & Trust
Iowa
$350K
BPW
1213
Bingham Private Wealth
California
$348K
WCA
1214
Waratah Capital Advisors
Ontario, Canada
$347K
SMC
1215
Smith, Moore & Co
Missouri
$347K
GWM
1216
GDS Wealth Management
Texas
$345K
MBTD
1217
Mechanics Bank - Trust Department
California
$343K
SPAS
1218
Spectrum Planning & Advisory Services
California
$343K
SFS
1219
Sowell Financial Services
Arkansas
$343K
AA
1220
Addison Advisors
Vermont
$343K
ACGA
1221
Atlanta Consulting Group Advisors
Georgia
$342K
DWM
1222
Defined Wealth Management
Oregon
$342K
KIM
1223
Kestra Investment Management
Texas
$341K
NAM
1224
NorthCrest Asset Manangement
Minnesota
$338K
SIC
1225
SJS Investment Consulting
Ohio
$337K